ACP Investment Management creates investment portfolios tailored to each client's needs, potentially using third-party money managers. They offer financial planning and consulting services covering various areas like retirement, education, and insurance. ACP also provides consulting services for employer-sponsored retirement plans. Some advisors are registered with LPL Financial and may offer services through LPL's programs.
Assets Under Management$130M
Clients173
Advisors3
Avg. per Client$760K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
Fees and account value levels are subject to negotiation at the sole discretion of your IAR. Maximum annual percentage fee of 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...